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FAQ: Retire a Letter Template from Donation Screen

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If you have outdated form letters that are causing your Thank You letter lists to grow too long, you can remove or retire an existing Form Letter from this list. To retire an existing letter from a dropdown list...

From the main menu select Manage > Configuration.

The Configuration window opens. Select Form Letters & Receipts from the Explorer.

The right panel will change to display the Form Letters List Configuration.

Click the appropriate letter to select that entry.

Either double-click or select the Edit Form Letter/Screen Link button.

When the Edit Form Letter/Screen Link window opens, uncheck the Display on Dropdown option

Save this change.

The next time you open the screen where the letter used to appear, it will no longer be in the dropdown list.